Asymmetrical Bets
Digestible, Institutional Grade Investment Research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 77 | Founded | 9 months ago | Last Issue | 7 days ago |
| Active | |||||
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asymmetricalbets.substack.comLatest Issues
The 2027 Human Identity Crisis
They do not just watch you anymore. They become you. The trillion-dollar industry of verifying human existence.
It’s 2027, and you wake up at 6:54 AM on a Tuesday. The phone doesn’t unlock and face ID fails three times, then asks for a pas...
Anthropic’s First Filing
The most important S-1 of the decade just dropped. We went through all of it.
Anthropic filed its S-1 this morning under the ticker ANT.
Weekly Recap: AI Stocks Crash Further, SpaceX Guides 10 GW, And What We Bought And Sold
We break down every major earnings report this week, what the selloff means, and what does it mean for the future.
Last week we walked through the AI sell off day by day and argued that the macro outlook changed with the inflation prints,...
Why AI Stocks Crashed, OCP Conference Takeaways, And What Were Buying
CPI, PPI, CoreWeave credit stress, ASML and TSMC earnings, and Anthropic’s first profit. Plus Open Compute Project conference alpha for paid subs.
At the beginning of the week, Michael and Kawz had just arrived at the Open Compute Project...
The Laser Shortage Spells Opportunity for This LED Stock
Inside the Indium Phosphide Squeeze and the Company Building a Way Around It
Lumentum’s CEO told Bloomberg this week that the company’s optoelectronic products for AI infrastructure are “effectively sold out through nearly 2029,“ with hype...
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Digestible, Institutional Grade Investment Research.
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